Workflows fire when their trigger condition is met. Three trigger families:
Record event triggers
Fire when records change:
- Created — Contact created, Deal created, Donation created, etc.
- Updated — any field changes (or a specific field changes to a specific value, e.g. "Deal stage changes to Won").
- Deleted — record is soft-deleted.
- Field changed — a specific field changes (e.g. "Lifecycle changes to Donor").
Scheduled triggers
Fire on a schedule:
- Cron-style — "0 9 *" runs every day at 9am org time.
- Date-based on records — "30 days after Contact's last activity" or "7 days before Grant deadline".
- Recurring annual — "July 1 at 9am" for fiscal year resets.
Webhook triggers
Fire when an external system POSTs to a Tormano webhook URL. Useful for integrating systems Tormano doesn't have a built-in connector for.
Combining
You can't combine triggers in one workflow — each workflow has exactly one trigger. To fire on multiple events, build multiple workflows or use a webhook that gets POSTed by multiple sources.